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iShares Core S&P Small-Cap ETF

2,480 hedge funds and large institutions have $57.3B invested in iShares Core S&P Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 913 increasing their positions, 1,163 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

1% less funds holding

Funds holding: 2,5032,480 (-23)

8% less funds holding in top 10

Funds holding in top 10: 324298 (-26)

21% less repeat investments, than reductions

Existing positions increased: 913 | Existing positions reduced: 1,163

Holders
2,480
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
298
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$60.4M
Puts
$34.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
2551
FSA Advisors
Michigan
RCP
2552
Rothschild Capital Partners
New York
AWA
2553
Archvest Wealth Advisors
California
CQWA
2554
Chokshi & Queen Wealth Advisors
California
CWA
2555
Consilio Wealth Advisors
Washington
AA
2556
ArborFi Advisors
Michigan
FWM
2557
Foguth Wealth Management
Michigan
GSC
2558
Ground Swell Capital
South Carolina
ITC
2559
Inspire Trust Company
Nevada
HBWM
2560
Hollow Brook Wealth Management
New York
CFG
2561
Clayton Financial Group
Missouri
CF
2562
Corebridge Financial
Texas
TVM
2563
True Vision MN
Minnesota
FCH
2564
Freestone Capital Holdings
Washington
MPW
2565
MGO Private Wealth
California
GI
2566
GLOBALT Investments
Georgia
SWMP
2567
Signature Wealth Management Partners
New Jersey
TR
2568
Tepp RIA
New Jersey
WMA
2569
Wealth Management Associates
New Jersey
AFA
2570
Arlington Financial Advisors
California
PIA
2571
Panoramic Investment Advisors
Colorado
OWM
2572
OneAscent Wealth Management
Alabama
TFA
2573
Tobias Financial Advisors
Florida
XT
2574
XTX Topco
Cayman Islands
SMAM
2575
Sugar Maple Asset Management
Wisconsin